Lets imagine this scenario, that can be extrapolated from Matt's words.
Sony uses a diferent RT solution. It's questions are not random, but directed at AMD's and DXR weak spots that sony has covered.
The problem is: those listed 'weak spots' are not those of DXR, AMD or NV, they are just general to raytracing.
This makes the assumption 'Sony has super powerful RT' unlikely.
More probable is assuming they have different RT, because they started work on it prior to AMD.
But the outcome could end up like you speculate, e.g. if they had additional HW solution for photon mapping, radiance caching or whatever. But then we would talk about more than just RT. That's far fetched.
Another option would be addition reordering and / or BVH builder HW. This would remain in realm of RT, ImgTec already did it, and DXR would be partially incompatible with that (as is currently). So this could make sense, and it could compensate 2-3 TF less than competition, btw.
Still, it's not that you can not do multiple bounces, or transparency etc. using DXR. The difference would be only in performance, and with this in mind i would phrase my poking differently than he did.
The tweed is just too confusing to give us more than wild speculations.